KMWM
Keudell/Morrison Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
1,060
+110
| +12% | +$44.5K | 0.1% | 135 |
|
|
2025
Q1 | $399K | Sell |
950
-4
| -0.4% | -$1.68K | 0.09% | 132 |
|
|
2024
Q4 | $462K | Sell |
954
-158
| -14% | -$76.5K | 0.12% | 115 |
|
|
2024
Q3 | $564K | Hold |
1,112
| – | – | 0.15% | 103 |
|
|
2024
Q2 | $499K | Hold |
1,112
| – | – | 0.15% | 114 |
|
|
2024
Q1 | $530K | Sell |
1,112
-8
| -0.7% | -$3.81K | 0.16% | 107 |
|
|
2023
Q4 | $505K | Buy |
1,120
+118
| +12% | +$53.2K | 0.17% | 106 |
|
|
2023
Q3 | $344K | Sell |
1,002
-15
| -1% | -$5.15K | 0.1% | 128 |
|
|
2023
Q2 | $356K | Sell |
1,017
-76
| -7% | -$26.6K | 0.1% | 128 |
|
|
2023
Q1 | $356K | Hold |
1,093
| – | – | 0.1% | 124 |
|
|
2022
Q4 | $367K | Sell |
1,093
-40
| -4% | -$13.4K | 0.12% | 116 |
|
|
2022
Q3 | $313K | Sell |
1,133
-74
| -6% | -$20.4K | 0.12% | 129 |
|
|
2022
Q2 | $292K | Sell |
1,207
-170
| -12% | -$41.1K | 0.11% | 139 |
|
|
2022
Q1 | $410K | Sell |
1,377
-112
| -8% | -$33.3K | 0.17% | 115 |
|
|
2021
Q4 | $498K | Hold |
1,489
| – | – | 0.2% | 101 |
|
|
2021
Q3 | $452K | Sell |
1,489
-41
| -3% | -$12.4K | 0.19% | 109 |
|
|
2021
Q2 | $371K | Sell |
1,530
-475
| -24% | -$115K | 0.2% | 118 |
|
|
2021
Q1 | $366K | Sell |
2,005
-94
| -4% | -$17.2K | 0.21% | 113 |
|
|
2020
Q4 | $336K | Sell |
2,099
-11
| -0.5% | -$1.76K | 0.21% | 115 |
|
|
2020
Q3 | $264K | Sell |
2,110
-168
| -7% | -$21K | 0.17% | 124 |
|
|
2020
Q2 | $276K | Hold |
2,278
| – | – | 0.23% | 114 |
|
|
2020
Q1 | $227K | Buy |
2,278
+7
| +0.3% | +$698 | 0.22% | 120 |
|
|
2019
Q4 | $350K | Sell |
2,271
-178
| -7% | -$27.4K | 0.24% | 106 |
|
|
2019
Q3 | $350K | Sell |
2,449
-52
| -2% | -$7.43K | 0.29% | 96 |
|
|
2019
Q2 | $323K | Sell |
2,501
-39
| -2% | -$5.04K | 0.28% | 99 |
|
|
2019
Q1 | $385K | Buy |
+2,540
| New | +$385K | 0.34% | 91 |
|